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Policy and Regulatory Commentary
Do We Really Need The Debt Limit?
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According to most analysts, the U.S. government could breach its federal debt limit at some point late next summer. Of course, members of Congress can keep that breach from happening by raising or suspending the debt ceiling and allowing the U.S. Department of the Treasury to borrow more money.
Policy and Regulatory Commentary
A Commitment to…Oversight?
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The polls suggest the GOP will take a majority in the House – and possibly the Senate – next year. What would a Republican Congress do?
Client Experience
CONNECT WITH YOUR CLIENTS
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Access our online library of goals-based educational materials for more productive client conversations.
Advisor Value & Fees
Do investors care about top advisor lists?
A new study found evidence that being named a top financial advisor can lead to increased assets under management. Head of Defined Contribution and Wealth Advisor Services Matt Sommer discusses the implications of these findings for financial professionals.
Policy and Regulatory Commentary
With Less Than 10 Weeks Until Election Day, Are Democrats Really Surging?
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Are Democrats really headed into this fall’s election in a stronger place than they were three months ago? And how do today’s polls compare to surveys at the same time four years ago when a first term Republican president faced his first midterm election cycle? Let’s take a look.
Human Capital
Six Keys to Extraordinary Teamwork
Curated content for RIAs.
Whether you are building, joining or looking to improve your financial advisory team, the goal should be to create something that adds up to more than the sum of its parts. Michael Futterman, Head of Knowledge Labs® Professional Development, outlines six considerations that are critical to establishing a healthy team dynamic.